PFG vs SW
Comparison between Principal Financial Group Inc (PFG, Company) and Smurfit WestRock plc (SW, Company).
PFG is from the Financial Services sector, while SW is from the Consumer Cyclical sector.
PFG vs SW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PFG vs SW - Historical Returns
Returns include dividend reinvestment.
PFG vs SW - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | PFG | SW |
|---|---|---|
| 2026 | +13.41% | +5.86% |
| 2025 | +18.35% | -24.93% |
| 2024 | +1.32% | +18.04% |
| 2023 | -2.65% | N/A |
| 2022 | +18.61% | N/A |
| 2021 | +55.49% | N/A |
| 2020 | -6.29% | N/A |
| 2019 | +29.23% | N/A |
| 2018 | -34.82% | N/A |
| 2017 | +23.96% | N/A |
| 2016 | +35.95% | N/A |
| 2015 | -10.53% | N/A |
| 2014 | +9.56% | N/A |
| 2013 | +73.71% | N/A |
| 2012 | +16.26% | N/A |
| 2011 | -24.66% | N/A |
| 2010 | +32.83% | N/A |
| 2009 | +3.84% | N/A |
| 2008 | -65.93% | N/A |
| 2007 | +17.59% | N/A |
| 2006 | +24.67% | N/A |
| 2005 | +18.46% | N/A |
| 2004 | +26.09% | N/A |
| 2003 | +9.71% | N/A |
| 2002 | +27.56% | N/A |
| 2001 | +14.29% | N/A |
PFG vs SW Drawdown Comparison
The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.
The maximum drawdown for SW was -39.76%, occurring on Nov 20, 2025. This drawdown has not yet recovered.
The current PFG drawdown is -1.03%. The current SW drawdown is -22.99%.
| Rank | PFG | SW |
|---|---|---|
| #1 | -91.47% Dec 24, 2007 - Nov 10, 2016 | -39.76% Nov 22, 2024 - Nov 20, 2025 |
| #2 | -64.71% Jan 26, 2018 - May 5, 2021 | -21.13% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -29.31% Nov 11, 2022 - Oct 11, 2024 | -13.32% Sep 27, 2024 - Oct 31, 2024 |
| #4 | -26.00% Jun 28, 2002 - Dec 23, 2002 | -5.80% Nov 7, 2024 - Nov 18, 2024 |
| #5 | -22.42% Oct 17, 2024 - Dec 5, 2025 | -4.65% Sep 19, 2024 - Sep 26, 2024 |
| #6 | -21.12% Feb 9, 2022 - Aug 12, 2022 | -3.01% Jul 8, 2024 - Jul 11, 2024 |
| #7 | -17.66% Apr 27, 2007 - Oct 1, 2007 | -0.52% Nov 18, 2024 - Nov 20, 2024 |
| #8 | -16.25% Dec 23, 2002 - May 15, 2003 | -0.49% Jul 12, 2024 - Jul 16, 2024 |
| #9 | -13.46% Jan 28, 2002 - Apr 4, 2002 | -0.08% Oct 31, 2024 - Nov 4, 2024 |
| #10 | -12.59% Feb 17, 2004 - Oct 4, 2004 | N/A |
| #11 | -11.96% Feb 26, 2026 - Apr 22, 2026 | N/A |
| #12 | -11.61% Feb 7, 2005 - Jun 27, 2005 | N/A |
| #13 | -11.55% Jun 16, 2003 - Dec 2, 2003 | N/A |
| #14 | -10.65% May 17, 2021 - Aug 11, 2021 | N/A |
| #15 | -10.58% Sep 12, 2022 - Oct 18, 2022 | N/A |
Correlation
Correlation between PFG and SW is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2002 - 2026)
PFG vs SW dividend yield comparison.
| Year | PFG | SW |
|---|---|---|
| 2026 | 0.80% | 1.09% |
| 2025 | 3.49% | 4.46% |
| 2024 | 3.68% | 1.12% |
| 2023 | 3.30% | 0.00% |
| 2022 | 3.05% | 0.00% |
| 2021 | 3.37% | 0.00% |
| 2020 | 4.52% | 0.00% |
| 2019 | 3.96% | 0.00% |
| 2018 | 4.75% | 0.00% |
| 2017 | 2.65% | 0.00% |
| 2016 | 2.78% | 0.00% |
| 2015 | 3.33% | 0.00% |
| 2014 | 2.46% | 0.00% |
| 2013 | 1.99% | 0.00% |
| 2012 | 2.73% | 0.00% |
| 2011 | 2.85% | 0.00% |
| 2010 | 1.69% | 0.00% |
| 2009 | 2.08% | 0.00% |
| 2008 | 1.99% | 0.00% |
| 2007 | 1.31% | 0.00% |
| 2006 | 1.36% | 0.00% |
| 2005 | 1.37% | 0.00% |
| 2004 | 1.34% | 0.00% |
| 2003 | 1.36% | 0.00% |
| 2002 | 0.83% | 0.00% |
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